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Dws Core Equity Fund - Class Institutional: (MF: SUWIX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$32.66 USD
+0.42 (1.30%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.42 | 93 |
| 3 months | -5.42 | 93 |
| 6 months | -4.78 | 91 |
| 1 Year | 1.99 | 87 |
| 3 Year | 7.49 | 37 |
| 5 Year | 17.22 | 36 |
| 10 Year | 10.49 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 90.41 |
| Bear Market (10/07 - 2/09) | -50.70 |
| Bull Market (2/09 - 3/21) | 891.72 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 1.99 |
| 5 Year | 17.22 |
| 10 Year | 10.49 |
| Since Inception | 9.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.42 | NA | NA | NA |
| 2024 | 11.31 | 2.58 | 4.42 | 0.67 |
| 2023 | 6.65 | 7.40 | -2.37 | 12.27 |
| 2022 | -2.95 | -15.83 | -4.84 | 8.77 |
| 2021 | 5.06 | 9.49 | -0.89 | 9.85 |
| 2020 | -20.89 | 19.27 | 8.22 | 13.59 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.42 | 20.04 | 25.55 | -15.45 | 25.24 | 15.99 | 30.41 | -5.79 | 21.49 | 10.39 | -2.41 |
| % Total Return Rel to Index | -1.15 | -4.97 | -0.69 | 2.75 | -3.44 | -2.41 | -1.07 | -1.39 | -0.30 | -1.54 | -3.80 |
| % Total Return Rel to Peer | -4.95 | 4.20 | 10.27 | -4.66 | 0.89 | 7.78 | 4.77 | 1.77 | 4.08 | -0.93 | 0.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 3.00 | 2.00 | 1.00 | 2.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.05 | 0.29 | 0.28 | 0.25 | 0.28 | 0.32 | 0.37 | 0.34 | 0.30 | 0.31 | 0.23 |
| % Yield | 0.14 | 0.74 | 0.81 | 0.86 | 0.71 | 0.95 | 1.18 | 1.25 | 0.99 | 1.15 | 0.92 |
| Capital Gains ($) | 0.00 | 2.82 | 1.30 | 2.15 | 4.44 | 1.73 | 1.08 | 2.88 | 1.40 | 1.37 | 0.00 |
| Expense Ratio | 0.00 | 0.55 | 0.56 | 0.57 | 0.56 | 0.57 | 0.55 | 0.55 | 0.56 | 0.56 | 0.54 |
* 1 = Top 20%, 5 = Bottom 20%